Using Actionstep Calendar

If you select 'Actionstep Calendar', you'll be asked to set a few basic preferences, such as the name of the calendar and how you would like to manage alerts in regard to appointments or changes to the calendar.

In regards to the two fields shown below:

Append to Title - The text entered into this box will appear after the appointment title when you create the appointment and link it to a matter. You can then use merge fields to pull the information entered into this field within specific matters.

Prepend to Description - As with the option above, populating this field will populate the text in the box in the appointment description when the appointment is being created and linked to a matter. This text will appear after any text you enter into the description field while making the appointment. You can then use merge fields to pull the information entered into this field within specific matters.

Related Articles:

• Appointments
• Modern Authentication
• Calendar Overview
• Appointments
• Adding/Removing Calendars
• Using Google Calendar
• Using Outlook Calendars